Review and fix company import errors

When you import company details with an Microsoft Excel file, you can review and fix any errors that occur.

  1. In the import error message, select Review Errors.

    The companies with errors are exported to a new Excel file.

  2. Review the Feedback column and fix the associated errors.
  3. Save the Excel file.
  4. In ProjectSight, open the Companies module.
  5. On the navigation toolbar, select (Import/Export) > Update from Excel.
  6. Select the Excel file to import.